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iShares Core S&P 500 ETF

1,895 hedge funds and large institutions have $128B invested in iShares Core S&P 500 ETF in 2020 Q2 according to their latest regulatory filings, with 147 funds opening new positions, 708 increasing their positions, 835 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

116% more first-time investments, than exits

New positions opened: 147 | Existing positions closed: 68

68% more call options, than puts

Call options by funds: $121M | Put options by funds: $72M

19% more capital invested

Capital invested by funds: $107B → $128B (+$20.8B)

4% more funds holding

Funds holding: 1,8301,895 (+65)

1% more funds holding in top 10

Funds holding in top 10: 616623 (+7)

0.29% less ownership

Funds ownership: 66.03%65.75% (-0.29%)

15% less repeat investments, than reductions

Existing positions increased: 708 | Existing positions reduced: 835

Holders
1,895
Holders Change
+65
Holders Change %
+3.55%
% of All Funds
38.85%
Holding in Top 10
623
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+1.14%
% of All Funds
12.77%
New
147
Increased
708
Reduced
835
Closed
68
Calls
$121M
Puts
$72M
Net Calls
+$48.8M
Net Calls Change
+$53.8M
Name Holding Trade Value Shares
Change
Change in
Stake
AIM
601
Acropolis Investment Management
Missouri
$10.9M -$68.4K -233 -0.7%
AF
602
Apexium Financial
Texas
$10.9M +$659K +2,245 +7%
WWM
603
Windsor Wealth Management
Indiana
$10.8M +$1.14M +3,885 +12%
PP
604
Paloma Partners
Connecticut
$10.8M +$10.3M +35,000 New
SIA
605
Soltis Investment Advisors
Utah
$10.8M +$227K +774 +2%
CL
606
CPWM LLC
Washington
$10.8M -$674K -2,297 -6%
WP
607
WealthShield Partners
North Carolina
$10.7M -$2.42M -8,236 -19%
PVH
608
Psagot Value Holdings
Israel
$10.7M
PI
609
Parkside Investments
Illinois
$10.6M +$1.41M +4,798 +16%
NCM
610
Next Capital Management
New York
$10.6M +$481K +1,638 +5%
BHIA
611
Birch Hill Investment Advisors
Massachusetts
$10.5M +$21.7K +74 +0.2%
SG
612
StoneX Group
New York
$10.5M +$590K +2,011 +6%
AGA
613
Accuvest Global Advisors
Utah
$10.4M +$692K +2,358 +8%
LF
614
Lantz Financial
Illinois
$10.4M -$2.7M -9,205 -22%
CL
615
Choreo LLC
Illinois
$10.3M -$19.4K -66 -0.2%
HF
616
Halpern Financial
Virginia
$10.3M -$102K -347 -1%
CF
617
Copperwynd Financial
Arizona
$10.3M +$9.75M +33,200 New
RWG
618
Regal Wealth Group
California
$10.3M -$374K -1,274 -4%
DWT
619
Dorsey & Whitney Trust
South Dakota
$10.2M +$253K +860 +3%
LNB
620
Ledyard National Bank
$10.2M +$2.03M +6,930 +27%
NFG
621
NewFocus Financial Group
Washington
$10.2M +$105K +357 +1%
BPCE
622
Bank Pictet & Cie (Europe)
Germany
$10.2M
CAC
623
Certified Advisory Corp
Florida
$10.1M +$131K +445 +1%
CWC
624
Carolinas Wealth Consulting
North Carolina
$10.1M -$216K -735 -2%
Barclays
625
Barclays
United Kingdom
$10M +$233K +794 +3%

IVV Hedge Fund Activity: Q2 2020 in Review

1,895 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P 500 ETF (IVV) for Q2 2020, worth a combined $128B — up 19% from $107B a quarter earlier.

Buyers outnumbered sellers: 147 funds opened new IVV positions and 68 closed out — a net gain of 79 holders — while 708 added to existing stakes and 835 trimmed.

The largest buyer was Bank of America, adding an estimated $3.06B. The largest seller was Allianz Asset Management, cutting an estimated $1.38B.

  • 1,895 institutional investors held iShares Core S&P 500 ETF (IVV) as of Q2 2020, up from 1,830 in Q1 2020.
  • Funds reported $128B of iShares Core S&P 500 ETF stock for Q2 2020, up 19% quarter-over-quarter.
  • 147 funds opened new iShares Core S&P 500 ETF positions in Q2 2020 and 68 closed out, a net change of +79 holders.
  • The largest iShares Core S&P 500 ETF buyer in Q2 2020 was Bank of America, an estimated $3.06B added.
  • The largest iShares Core S&P 500 ETF seller in Q2 2020 was Allianz Asset Management, an estimated $1.38B sold.

Based on aggregated 13F filings for Q2 2020.